Email Library

What is the Email Library?

The Email Library is a central repository for reusable email designs — things like welcome messages, review requests, promotional templates, or onboarding drips. You design each email once, save it, and then reuse it anywhere in the platform instead of rebuilding the same content over and over.

The library is purely a design-time tool. It doesn't track sends, stats, or deliveries on its own.

Who Uses Library Emails?

• Automations — import a library email into an automation's email pool. The imported copy becomes isolated, so edits inside the automation don't affect the library original.
• Send API — reference a library email by ID to send it directly (great for transactional-style ad hoc sends).
• Broadcasts — import a library email as the starting content for a broadcast campaign.

Creating a Library Email

Each library email has:

• Name — internal identifier to find the email in the library.
• Description (optional) — short note explaining what the email is for.
• Category (optional) — a tag-like label used to group and filter emails in the list.
• Subject — the subject line recipients see. You can use personalization placeholders like {{contact.firstName}}.
• Preheader (optional) — the preview snippet shown next to the subject in most email clients.
• Template — the surrounding layout (e.g. the standard broadcast template with footer and unsubscribe link).
• Content — the body, edited in the same rich text editor used by broadcasts and automation emails.

Preview Before Saving

Use the Preview button on the edit page to render the email with sample contact data. This matches exactly what an automation or broadcast would produce at send time, so you can verify placeholders and layout before committing.

Managing the Library

From the library list page you can:

• Search by name.
• Filter by category.
• Copy ID — copies the email's unique ID to the clipboard (useful when referencing the email from the Send API).
• Preview — render the email without editing it.
• Edit — update subject, content, template, or metadata.
• Duplicate — create a copy named “Copy of {name}” to use as a starting point for a new variant.
• Delete — remove the email from the library. Deleting does not affect copies that were already imported into automations — those remain intact as independent emails inside their automations.

Library vs. Automation Emails

It's worth understanding the split between the library and a copy inside an automation, because they evolve independently:

• Library email — the master design. Changes here never flow back to automations that already imported a copy.
• Automation email — a fully independent copy living inside the automation, with its own sender, content, and stats. Editing it only affects that one automation.

When you create an email inside an automation, you can check Save to Library to drop a reusable snapshot back into the library in a single action.